Clients working with a financial advisor follow a tiered fee schedule based on each client’s eligible contributions in the same Cache account, starting at 0.95% and decreasing to 0.40% at higher amounts. Stocks with a High Demand Fee follow the same tiers but may cost more than the standard rate, up to 0.95%. The firm's wholesale discount still applies.
Advisory firms are eligible for wholesale fee discounts ranging from 5% to 20%, depending on total firm assets contributed to Cache exchange funds.
Firms can unlock wholesale fee discounts by reaching these client asset tiers: Silver ($1M+), Gold ($10M+), and Platinum ($100M+). Once a firm reaches a new tier, the revised discounts apply to all of its clients during the next monthly billing cycle.
A summary of the firm’s current pricing is available in the Advisor Portal on the home page.
Cache doesn't pay commissions, trails or revenue share to advisors.